Sarah Marie Reif-Beck

Robert W. Baird & Co. Incorporated

CRD 5576770

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Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2015-12-23
WI	RA	APPROVED	2015-10-27

FL RA
APPROVED

Since 2015-12-23
WI RA
APPROVED

Since 2015-10-27

Branch Locations

5811 Pelican Bay Blvd. Suite 102, Naples, FL 34108 • United States

Fort Myers, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Robert W. Baird & Co., Inc	Naples	FL	07/2008	Present

07/2008 → Present

Robert W. Baird & Co., Inc

Naples, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-10-26

S66 Uniform Combined State Law Examination

2015-10-26

Other Names

Sarah M Kirchman
Sarah Marie Kirchman

View on SEC IAPD

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